See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,313 | $217,402-53.9% | $185,823-46.0% | $167,490-40.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 13.56% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,607 | $5,873-38.6% | $5,167-30.2% | $4,837-25.4% |
| Participant deferral / active EE | $10,532 | $6,356+65.7% | $5,568+89.2% | $6,341+66.1% |
| Admin fee / account holder | $138 | $19,811-99.3% | $16,237-99.1% | $12,309-98.9% |